Q4 25 EPS
$-0.72
MISS 196.66%
Est. $-0.24
Q4 25 Revenue
$58.0M
MISS 38.10%
Est. $93.7M
vs S&P Since Q4 25
-34.9%
TRAILING MARKET
EOSE -27.1% vs S&P +7.8%
Full Year 2025 Results
FY 25 EPS
$-3.96
MISS 10.01%
Est. $-3.60
FY 25 Revenue
$114.2M
MISS 23.68%
Est. $149.6M
Market Reaction
Did EOSE Beat Earnings? Q4 2025 Results
Eos Energy Enterprises delivered a deeply disappointing fourth quarter, missing on both the top and bottom lines despite a dramatic revenue ramp that underscored the company's volatile growth trajectory. Revenue of $58.00 million, while representing … Read more Eos Energy Enterprises delivered a deeply disappointing fourth quarter, missing on both the top and bottom lines despite a dramatic revenue ramp that underscored the company's volatile growth trajectory. Revenue of $58.00 million, while representing a stunning 699.6% year-over-year surge, fell 37.92% short of the $93.42 million consensus, and the adjusted loss per share of $-0.72 missed the $-0.24 estimate by 196.66%, as scaled production of its Z3 zinc-based battery systems proved costlier and slower to convert than Wall Street had modeled. The shortfall triggered a sharp stock decline and multiple securities class action filings alleging the company had made misleading statements about its production capabilities, adding legal overhang to an already pressured balance sheet narrative. Still, Eos entered 2026 in a structurally stronger position after raising roughly $474.00 million in net new cash, retiring debt, and eliminating going-concern doubt, with management projecting 2026 revenue of $300.00 million to $400.00 million as it works to translate a $701.50 million order backlog into improved unit economics and sustainable margin gains.
Key Takeaways
- • Efficiency and quality improvements in multiple operations and implementation of subassembly automation drove record Q4 revenue
- • Scaled production of first generation highly automated manufacturing process
- • 609% increase in customer deliveries year-over-year
- • Z3 production costs declined contributing to margin improvements
- • Year-over-year shipments increased 659%
EOSE YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
“2025 was a structural turning point for Eos. We accelerated production, expanded annual capacity to 2 GWh, delivered record quarterly revenue, strengthened our cash position to over $600 million, and secured more than $240 million in fourth quarter bookings across diversified markets.”
— Joe Mastrangelo, Q4 2025 Earnings Press Release
EOSE Earnings Trends
EOSE vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
EOSE EPS Trend
Earnings per share: estimate vs actual
EOSE Revenue Trend
Quarterly revenue: estimate vs actual
EOSE Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $-0.24 | $0.12 | +150.89% | $57.0M | +1.00% |
| Q4 25 MISS FY | $-0.24 | $-0.72 | -196.66% | $58.0M | -38.10% |
| FY Full Year | $-3.60 | $-3.96 | -10.01% | $114.2M | -23.68% |
| Q3 25 MISS | $-0.14 | $-2.77 | -1,878.57% | $30.5M | -22.84% |
| Q2 25 MISS | $-0.13 | $-0.37 | -196.00% | $15.2M | -38.95% |
| Q1 25 MISS | $-0.16 | $-0.20 | -25.00% | $10.5M | -11.14% |